Why Should I Create an Estate Plan?

Author | Stacy Hanley   As uncomfortable as it can be to think about what happens towards the end of our lives, it is a necessary conversation to have if we want to protect ourselves and our loved ones.   If you were to pass… Read more

Are Millennial Women More Financially Independent?

It’s no secret that millennials seem to be more outspoken about gender equality and equal pay than any generation collectively before them. You’d think this passion would translate to their personal finances, right?   Well, it turns out that even this group of zealous, high-achieving… Read more

Should I Discuss My Estate Plan with My Heirs?

Author: Stacy Hanley   As we all know, one of the main objectives of estate planning is to give you the ability to decide how and when your assets will be divided upon your death. This preparation gives you security in knowing your remaining wealth… Read more

Women Don’t Ask | Encouraging Women to Speak Up During the Estate Planning Process

Author: Stacy Hanley   Most women that I know both personally and professionally are reluctant to ask for what they want directly. This behavior can lead to major problems down the road, especially during the financial and estate planning processes.   In my years of… Read more

Why Are Men Dominating the Financial and Estate Planning Industries?

Author: Stacy Hanley   Despite some improvement in the last few decades, financial and estate planning is still a male-dominated industry. In fact, approximately, 85% of financial planners are men.     Why is this?   Most Women Leave Financing to Their Husbands    For… Read more

Why Is it So Important for Women to Participate in the Estate Planning Process?

Author: Stacy Hanley   If you’ve been following me for a while now, you know it is my greatest passion to empower and guide women through the estate planning process so they have the confidence and desire to speak up for what they want.  … Read more

Tips for Engaging Women During the Financial and Estate Planning Process

Author: Stacy Hanley   I’ve talked a lot about the various reasons why women are less likely than men to take the reins when it comes to financial and estate planning, but I’d like to take this a step further and present some solutions.  … Read more

The 3 Estate Planning Documents Every Woman Needs

Author: Stacy Hanley    Today, millions of women must play more roles in their lives than they ever have before—boss, coworker, employee, daughter, wife, mother, friend, coach, etc. Women keep the family calendar, plan the kids’ chores, help with school activities and oversee schoolwork, make… Read more

Estate Planning for Women | Why Sooner Is Better Than Later

Author: Stacy Hanley   A year after my grandfather died, my grandmother (“GiGi”) – aged 80 – decided to move into the St. George retirement community in Roswell, GA. Fast forward 18 years and GiGi is 98 today (and still a pistol)! Here’s what I… Read more

Estate Planning Case Studies

While every person’s life circumstances are different, there are general estate planning needs that can be determined based on factors such as age, employment, marital status, life goals, etc. To help you understand what documents you might need, I’ve created the following case studies for… Read more